Robert Pulsifer has been an investment adviser representative at Almanack Investment Partners since March 2016, and is not listed among the firm’s executive officers or direct owners.
Almanack Investment Partners, LLC is a Newtown Square, PA firm with $946M under management, 426 clients and 13 advisers across 4 offices, as of its July 2026 filing.
Scott Pulsifer is Senior Advisor of Junto Wealth Management and a member of the Almanack planning committee at Almanack Investment Partners. He has 21 years of client advocacy experience, developing and implementing wealth management strategies and investment portfolios for private clients and family offices. His career includes management and executive roles at Ernst & Young LLP, Morgan Stanley, CoreStates and myCIO Wealth Partners, and he founded Junto Wealth Management.
Robert Pulsifer’s longest registration is the current one, 10 years at Almanack Investment Partners since 2016. Before joining Almanack Investment Partners in 2016, Robert Pulsifer was registered through Spire Wealth Management, LLC and Corestates Capital Advisors, LLC.
- Almanack Investment PartnersCurrent– present · 10 yearsNewtown Square, PA · Adviser representative · Firm CRD 282428
- Spire Wealth Management, LLC– · 5 yearsNarberth, PA · Adviser representative · Firm CRD 113908
- Corestates Capital Advisors, LLC– · 2 yearsNewtown, PA · Adviser representative · Firm CRD 137697
- Mycio Wealth Partners, LLC– · 1 yearPhiladelphia, PA · Adviser representative · Firm CRD 134436
- Morgan Stanley– · 2 yearsWashington, DC · Adviser representative · Firm CRD 7556
- Ernst & Young Investment Advisers LLP– · 5 yearsMcLean, VA · Adviser representative · Firm CRD 110921
Investment adviser representative registrations
Robert Pulsifer is registered as an investment adviser representative in Pennsylvania, since March 2016.
- PennsylvaniaSince 31 March 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 March 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 February 2015 |
| Series 31 | Futures Managed Funds Examination | 5 April 2004 |
| Series 7 | General Securities Representative Examination | 12 September 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 April 1995 |
| Series 2 | Non-Member General Securities Examination | 28 March 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Non-Member General Securities Examination
- Full name
- Robert Scott Pulsifer
- CRD
- 2600289
- Firm
- Almanack Investment Partners · CRD 282428
- Office
- 3803 WEST CHESTER PIKE, SUITE 110, Newtown Square, PA 19073
- Registration
- Investment adviser registration
- In the industry since
- August 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- almanackip.com
Where does Robert Pulsifer work?
Robert Pulsifer is an investment adviser representative registered through Almanack Investment Partners, LLC since March 2016, and is not listed among the firm’s executive officers or direct owners.
Is Robert Pulsifer a financial advisor?
Yes. Robert Pulsifer has a current investment-adviser registration in Pennsylvania, through Almanack Investment Partners since March 2016.
How many years of experience does Robert Pulsifer have?
Robert Pulsifer has 28 years in the financial industry, since August 1998, across 6 adviser firms.
What exams has Robert Pulsifer passed?
Robert Pulsifer has passed 6 licensing exams: the Series 2, Series 65, Series 7, Series 31, Series 6 and Series 63. The earliest, the Series 2, was passed in March 1995. FINRA credited Robert Pulsifer with the SIE, which began in October 2018.
Where did Robert Pulsifer work before Almanack Investment Partners?
Before Almanack Investment Partners, Robert Pulsifer was registered through Corestates Capital Advisors, LLC, January 2008 to November 2010; Mycio Wealth Partners, LLC, October 2006 to March 2008; Morgan Stanley, August 2003 to August 2006; Ernst & Young Investment Advisers LLP, May 1998 to August 2003.
Where is Robert Pulsifer based?
Robert Pulsifer’s registered office is in Newtown Square, PA.
Is Robert Pulsifer registered with FINRA?
No. Robert Pulsifer has no current broker registration.
How can I verify Robert Pulsifer’s record?
Search CRD 2600289 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Pulsifer’s full registration record.
